Line item match for Next® Invoices

New feature for those who use Next® Invoices for processing purchase invoices. 

In addition to the automatic 3-way match (Invoice, PO, and delivery) supported in Next® Invoices for decades, we now introduce the ability to interactively match individual line items in a Purchase Invoice  with the corresponding line items in the Purchase Order.


Automatic match

If the Purchase Invoice and Purchase Order matches 1 to 1, no operator intervention is required. 


Visual match

If the Purchase Invoice and the Purchase Order does not match, Next® presents the operator with an easy overview of identified line items in both the Purchase Invoice and Purchase Order.


First line is from the Invoice. Second line the Purchase Order. Discrepancies are marked in red. 


Correct errors in the Purchase Invoice

Next to the Line Item Match overview, you see the actual Invoice document. This allows you to identify any items that are either not automatically extracted, or extracted with wrong values.  Use Add Invoice Item or Edit Invoice Item to correct any errors. 


Exclude matching items

In order to get an easier overview and focus on the items with issues, you can deselect items that matches.


One click to ignore all line items with match 


Correct discrepancies 

Discrepancies between the Invoice and the Purchase Order can either be resolved in Next® - using Add PO Item and Edit PO Item - or directly in your Procurement System. Corrections made in Next® are automatically transferred to your ERP system. Updates made in the Procurement System are reflected with a Retry match.


Change 'Shipping costs' to 'Container' to allow for automatic match


Discrepancies tolerances 

Depending on your business rules, you define what level of discrepancies that is acceptable for each of your suppliers. 


The operator can accept discrepancies, but only within defined limits.


Additional information

Please refer to the online product guide for additional information on this feature, once it is released.

Commercial terms and conditions

This new feature is available as an optional feature for Next® Invoices, and comes with additional cost. Any consultancy assistance will be invoiced.

Disclaimer

Despite our best efforts, we may be forced to change both content and expected delivery of future product updates without notice.

  

This feature awaits commercial approval  

  


Details

Title:

Line item match for Next® Invoices

Type:

New feature

Status:

Planned

Expected release:

Release not allocated yet

Affected products:

Next® Invoices

Audience:

End user

Classification:

Public

Responsible product manager:

Jørn Manfeld Christensen

Updated:

24.03.2020

By:

Kim Hellum